why would you say i'm betting on meg whitman? i'm not willing to do that. i'd rather go where companies perform well. qualcomm won't be that much more expensive by the time you downgrade the earnings estimates. >> the gavel is coming down, we're going right to the stock. baker, who made the more compelling argument here on hp? >> i got to jump into bed with joe on that one. i nice 3.7% yield on it, some of the smartest minds on wall street are buying it. you look at the upside risk looks a lot better. >> just if you're scoring at home you meant ralph wentworth. gold below $1,700 after lawmakers struck that cliff deal, fails to address long-term spending. dennis gartman editor of "the gartman letter" good to see you on "the half." >> good to see you. >> fiscal cliff done, other issues on the way. where is gold going from here? >> it's going higher in yen terms. what you're seeing, we've got a government in japan that is predicating its entire platform on a weaker yen, expects to get a weaker yen, given that you'll try to create, they may not succeed but try